Ironwood Financial’s AT&T T Stock Holding History

Ironwood Financial’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,096	Closed	-$84K	–	488
2021 Q3	$84K	Hold	4,096	–	–	0.02%	149
2021 Q2	$89K	Sell	4,096 -394	-9%	-$8.96K	0.03%	145
2021 Q1	$103K	Hold	4,490	–	–	0.03%	127
2020 Q4	$98K	Buy	4,490 +4,193	+1,412%	+$90.4K	0.04%	124
2020 Q3	$6K	Hold	297	–	–	﹤0.01%	315
2020 Q2	$7K	Buy	+297	New	+$6.76K	﹤0.01%	284
2020 Q1	–	Sell	-397	Closed	-$12K	–	403
2019 Q4	$12K	Hold	397	–	–	0.01%	249
2019 Q3	$11K	Hold	397	–	–	0.01%	256
2019 Q2	$10K	Hold	397	–	–	﹤0.01%	263
2019 Q1	$9K	Hold	397	–	–	﹤0.01%	269
2018 Q4	$9K	Sell	397 -596	-60%	-$13.9K	0.01%	253
2018 Q3	$25K	Buy	+993	New	+$24.3K	0.01%	173
2017 Q4	–	Sell	-500	Closed	-$15K	–	275
2017 Q3	$15K	Hold	500	–	–	0.01%	160
2017 Q2	$14K	Hold	500	–	–	0.01%	159
2017 Q1	$16K	Hold	500	–	–	0.01%	151
2016 Q4	$16K	Hold	500	–	–	0.01%	147
2016 Q3	$15K	Hold	500	–	–	0.01%	149
2016 Q2	$16K	Hold	500	–	–	0.01%	147
2016 Q1	$15K	Buy	+500	New	+$13.8K	0.01%	153
2015 Q3	$12K	Hold	500	–	–	0.01%	200
2015 Q2	$13K	Hold	500	–	–	0.01%	191
2015 Q1	$12K	Hold	500	–	–	0.01%	199
2014 Q4	$13K	Buy	+500	New	+$13K	0.01%	167

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ironwood Financial's T Position: Q4 2021 in Review

Ironwood Financial sold out of AT&T (T) in Q4 2021, closing a stake of 4,096 shares — an estimated $84K sold.

Ironwood Financial first reported a position in T in Q4 2014 and held it in 23 quarters. The position peaked at $103K in Q1 2021. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Ironwood Financial reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 4,096 AT&T shares in Q4 2021, an estimated $84K.
Ironwood Financial first reported a position in AT&T in Q4 2014 and held it in 23 quarters.
Ironwood Financial's AT&T position peaked at $103K in Q1 2021.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.